Onboards clients from outside brokerages to Vanguard
Processed Transfer of Assets and Rollovers into IRA accounts
Processed Change of Ownership transitions for clients moving from Minor accounts to adult accounts and inheritance due to death.
Acquired FINRA Series 7 license.
Acquired: SFPP Specialist in Personal Financial Planning
Problem Resolution Coordinator
Quest Diagnostics, Inc
08.2020 - 10.2022
Working in Referrals Department supporting all functions including:
Packing and shipping of specimens to esoteric laboratories
Monitoring queues to ensure 100% specimens get shipped correctly and on time.
Monitoring and resolving issues with clients in jeopardy.
Monitoring pending queues and updating status logs to keep client and lab informed Of the progress of testing.
Contacting esoteric laboratories as needed to determine TAT and resolve issues in reporting.
Supervisor, Specimen Processing
Quest Diagnostics, Inc
11.2019 - 08.2020
Supervised 24 processors in data entry and specimen processing.
Interviewed, hired, and trained candidates
Performed annual reviews
Payroll editor
Reduced overtime in department by 20%
Increased average group productivity by 27% with no loss of quality.
Left position due to Covid lockdown restrictions.
Tech, Problem Resolution-SP
Quest Diagnostics, Inc
01.2018 - 11.2019
I have been the Problem Resolution Tech for the Microbiology department for 16 months and for the Referrals department for 13 months.
I have served as a liaison between clients and the lab necessitating building relationships and rapport with both physicians’ offices and lab personnel.
Daily tasks include TNP, QMPS, and Pending List resolution. tracking of missing specimens, and client education on specimen types and sources.
I have created training documents and competed training of an associate who serves in the same capacity.
QUEST DIAGNOSTICS
01.2017 - 12.2017
Participated in Specimen Management Kaizen Roadmap.
Rolled out Pod set up to processing floor and set up and ran prototype pods.
Trained Group leads in Pod management. improved pod process, including Kanban red/yellow visual management system for manual and electronic processing and TAK time management.
GROUP LEAD - SPECIMEN PROCESSING
QUEST DIAGNOSTICS
01.2009 - 08.2017
Group Lead in Specimen Processing for 8 years.
Workforce Central Timekeeping approval editor
Run Cognos reports to facilitate Night Reports
Initiated and ran training sessions for distribution team
Cut out superfluous work to increase production rates by Eliminating the entry of non-test codes on A-station.
Initiated the use of a stamp for House Account Reqs to Reduce human error and be more ergonomically sensitive
Reduced Free time and increased production of EMR team by 10%By maximizing time spent on fastest production line.
Increased production overall by 7% by eliminating superfluous photocopying of documents
Lead Team metrics Huddles nightly
Lead Cross Departmental metrics Huddles nightly
Implemented Lean Operating Principles
Utilized and trained group in 8-wastes and 5-S principles
QUEST DIAGNOSTICS
10.2015 - 11.2015
GREENBELT TRAINING SESSIONS 2 WEEK COURSE. PLUS 2 successful GB Projects by 2017 GB P1: IMPROVE SORTING ACCURACY Outcome: 96% decrease in sorting errors GB P2: IMPROVE PRODUCTIVITY.